Securities America

Wealth creation and preservation is our primary focus.  Together, we can help identify your goals, assess your needs, establish a plan of action, then manage that plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lease Payment

How much would your monthly lease payment be?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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A Mortgage Recast Is an Alternative to Refinancing

This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

Does the Social Security COLA Help If You’re Not Receiving Benefits?

This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

HOT TOPIC: Can Consumers Keep Carrying the Economy?

Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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Check the background of this financial professional on FINRA's BrokerCheck